Financial Planning

As part of Banco Popular, Popular Financial Planning provides comprehensive financial planning services to individuals, their families and their business to help them plan and achieve their long-term financial goals. We also provide educational workshops through employers, associations, and trade groups for those interested in learning about the importance of financial planning.

Benefits:
Our internal resources, vast experience and professional relationships result in excellent quality service for you. That is why we want to help you begin your planning process now, and at the same time, motivate you to prepare for the unplanned events in your life that may distract you from accomplishing your goals.

The financial planning process covers many different specialized elements, both personal and business related. Although we strongly believe that in most cases a comprehensive financial plan is a good idea, you may elect to focus on a specific service at any given time.

Among the areas that may be explored during a Financial Plan you can find:

• Evaluation of Economic Situation.
• Risk Management.
• Education Planning.
• Investment Planning.
• Tax Planning.
• Retirement Planning.
• Estate Planning.
• Business Succession.

Take the next step. Call us today at (787) 754-1116 to coordinate a meeting and begin the planning process. Allow us to your financial planners. We will make sure your current and future financial needs are addressed at all times.

The suggestions and recommendations included in the client’s financial plan will be advisory in nature, and we cannot guarantee the performance of any investment or insurance products that may be purchased in accordance with such recommendations. Any investment or insurance product recommended as part of your financial plan should be purchased through a licensed investment or insurance professional.

Investment products are not insured by the FDIC, are not deposits, obligations, nor are guaranteed by the Bank and involve risks, including the possible loss of the invested principal.

Insurance products are not deposits, obligations of, nor are guaranteed by the Bank or any Bank affiliate, are not insured by the FDIC or any other agency of the United States, or by the Bank or any affiliate of the Bank. Some insurance products may lose value.

Banco Popular de Puerto Rico and/or its subsidiaries and affiliates are not engaged in rendering legal, accounting or tax advice. If legal, accounting, or tax assistance is required, the services of a competent professional should be sought. Please consult with your accountant, attorney and/or tax advisor for specific guidance.